Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BROWN CAPITAL MANAGEMENT HOLDI
EIN 81-1880665investment managementLatest filing 2025
Plans
2
Retirement
2
$221.1M assets
Welfare
0
Participants
88
1201 N CALVERT ST - BALTIMORE, MD 212023908443-573-6414browncapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $221.1M assets / 88 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BROWN CAPITAL MANAGEMENT ESOP
ESOP
Assets$211.4M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BROWN CAPITAL MANAGEMENT HOLDI 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$9.8M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BROWN CAPITAL MANAGEMENT ESOP | ESOP | $211.4M | 49 | 2024 | |
| 002 | BROWN CAPITAL MANAGEMENT HOLDI 401(K) PROFIT SHARING PLAN & TRUST | 401k | $9.8M | 39 | 2025 |
Retirement plans